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Results: 3

Hari Maragos, CFP, B Bus

Oct 14, 20207 min

Mastering relationships, insurance and investments as an advice coach

Only rich people can afford a financial advisor. Insurance is all about commissions. Insurance is a one-time transaction between advisor and client. Maragos addresses and debunks these myths and more, showcasing how an advice relationship can help the average person, provide recurring income and lead to life-long relationships with clients.

Hari Maragos, CFP, B Bus

Oct 8, 202036 min

Myths about financial advice

Only rich people can afford a financial advisor. Insurance is all about commissions. Insurance is a one-time transaction between advisor and client. Maragos addresses and debunks these myths and more, showcasing how an advice relationship can help the average person, provide recurring income and lead to life-long relationships with clients.
Unlocking the legacy

Hari Maragos, CFP, B Bus; Bobby James Ning, CFP, BA

Sep 1, 20239 min

Unlocking the legacy

Two advisors forge multigenerational bonds within the same families.